Paul Rathbone

Paul Rathbone

Acumen Financial Partnership Ltd

Minimum savings/pensions: Over £50,000

0330 038 8939
Based in Preston
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Top Rated 2025
Verified since: December, 2020

4.7 out of 5

62 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 19 March 2025

    Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status

  • 14

    Recent Client Reviews

    Verified reviews: 100%

    Paul has received 14 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 02 January 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Paul has not yet added their qualifications to their profile

  • Transparent Fees

    Paul has provided information on their typical fees

    Paul has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 3

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Paul

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 3 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 19 March 2025

    Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status

  • 14

    Recent Client Reviews

    Verified reviews: 100%

    Paul has received 14 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 02 January 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Paul has not yet added their qualifications to their profile

  • Transparent Fees

    Paul has provided information on their typical fees

    Paul has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 3

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Paul

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 3 first impressions)

I'm Paul. I'm a Chartered Financial Planner and Fellow of the Personal Finance Society. I have worked in financial services since graduating in 1997 and, while I have a broad depth of knowledge, I specialise in investments, pensions and retirement planning. I aim to simplify and bring common sense to all your financial matters. Whether it's providing the clarity that you are on track to enjoy the retirement you have worked so hard to achieve, or providing the peace of mind that your family and loved ones will have financial security no matter what life throws at you, I can help. Beyond work, I'm a family man and love to spend time with my wife and 3 young boys.

Offers available through VouchedFor

Contact Paul through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Paul's clients

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Clients' level of financial expertise

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Savings

Clients' level of financial expertise

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